摩根大通近日发表报告,香港地产股自7月初以来表现优于恒指8%,主要是由于降息预期,然而在实际降息之后,该行认为港地产股或不一定再跑赢大市,因为行业基本面(住宅、办公和零售)可能仍然不温不火。该行指大多数本港地产公司均已公布业绩,相信降息预期已被市场大部分被消化,因此该行对地产股取态更有选择,优先选择具有以下特点的公司:第一是股息确定性较高;第二是承诺股份回购计划;第三是具涉及相对弹性的次产业(必需...
Source Link摩根大通近日发表报告,香港地产股自7月初以来表现优于恒指8%,主要是由于降息预期,然而在实际降息之后,该行认为港地产股或不一定再跑赢大市,因为行业基本面(住宅、办公和零售)可能仍然不温不火。该行指大多数本港地产公司均已公布业绩,相信降息预期已被市场大部分被消化,因此该行对地产股取态更有选择,优先选择具有以下特点的公司:第一是股息确定性较高;第二是承诺股份回购计划;第三是具涉及相对弹性的次产业(必需...
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